+15.3%
VALE vs VLTO
+56.4%
-41.1%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.2% | -0.6% |
| 7D | -3.2% | +1.0% | -4.2% | -3.3% |
| 30D | -15.1% | +17.5% | -32.5% | -17.2% |
| 3M | -18.7% | +21.4% | -40.1% | -21.2% |
| 6M | -31.5% | +38.1% | -69.6% | -35.3% |
| YTD | -11.4% | +19.0% | -30.5% | -13.7% |
| 1Y | -1.9% | +20.7% | -22.5% | -4.8% |
| 3Y | +1.7% | +64.3% | -62.6% | -6.6% |
| All | +15.3% | +56.4% | -41.1% | +7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VLTO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling